Purchases and Sales Made in Q4 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q4 2024. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.23K- 1.87% |
$236K - $269K
|
117K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.23K- 13.2% |
$236K - $269K
|
14.7K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 8.47% |
$238K - $272K
|
24.3K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.28K- 20.33% |
$241K - $275K
|
8.92K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.31K- 20.72% |
$245K - $279K
|
8.85K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.35K- 4.15% |
$248K - $284K
|
54.2K
$6.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.49K- 35.37% |
$264K - $301K
|
4.55K
$524K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.52K- 3.22% |
$266K - $304K
|
75.6K
$8.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.52K- 2.65% |
$267K - $305K
|
92.5K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.58K- 13.67% |
$273K - $311K
|
16.3K
$1.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.68K- 0.27% |
$284K - $324K
|
996K
$115M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-2.9K- 40.85% |
$307K - $350K
|
4.2K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.93K- 1.29% |
$310K - $354K
|
225K
$25.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.47K- 2.24% |
$367K - $419K
|
151K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.57K- 8.24% |
$378K - $431K
|
39.8K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.6K- 1.41% |
$381K - $435K
|
252K
$28.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-3.71K- 8.62% |
$392K - $448K
|
39.3K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-4.11K- 1.66% |
$435K - $496K
|
244K
$28.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.4K- 14.97% |
$465K - $531K
|
25K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.87K- 3.45% |
$515K - $588K
|
136K
$15.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.99K- 25.33% |
$527K - $602K
|
14.7K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.17K- 17.99% |
$546K - $624K
|
23.5K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.27K- 1.32% |
$557K - $636K
|
393K
$45.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.39K- 79.61% |
$570K - $651K
|
1.38K
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.02K- 23.46% |
$636K - $726K
|
19.6K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.2K- 9.6% |
$656K - $749K
|
58.4K
$6.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.63K- 4.42% |
$702K - $801K
|
143K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.01K- 13.09% |
$741K - $846K
|
46.5K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.07K- 63.42% |
$747K - $853K
|
4.08K
$469K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.43K- 39.06% |
$786K - $897K
|
11.6K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.58K- 1.22% |
$802K - $915K
|
612K
$70.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.73K- 1.19% |
$817K - $933K
|
641K
$73.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.84K- 54.21% |
$829K - $947K
|
6.63K
$762K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.82K- 9.79% |
$933K - $1.07M
|
81.3K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.82K- 2.12% |
$933K - $1.07M
|
407K
$46.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-8.9K- 67.69% |
$941K - $1.07M
|
4.25K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.91K- 44.68% |
$942K - $1.08M
|
11K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.92K- 8.01% |
$944K - $1.08M
|
103K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-9.11K- 10.71% |
$963K - $1.1M
|
76K
$8.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-9.11K- 8.29% |
$964K - $1.1M
|
101K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.3K- 35.64% |
$1.19M - $1.36M
|
20.3K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 12.89% |
$1.23M - $1.4M
|
78.3K
$9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12K- 12.9% |
$1.27M - $1.45M
|
81.3K
$9.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12.9K- 64.73% |
$1.36M - $1.56M
|
7.03K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-16.8K- 46.85% |
$1.78M - $2.03M
|
19.1K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-17.8K- 11.01% |
$1.88M - $2.15M
|
144K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-18.3K- 2.74% |
$1.93M - $2.2M
|
647K
$74.4M
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-18.3K- 16.26% |
$1.94M - $2.21M
|
94.3K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.2K- 9.18% |
$2.03M - $2.32M
|
190K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-19.6K- 36.86% |
$2.07M - $2.37M
|
33.6K
$3.86M
|